[8-K] UNITED PARCEL SERVICE INC Reports Material Event

Rhea-AI Filing Summary

United Parcel Service, Inc. announced it terminated its plans to acquire Estafeta on September 17, 2025 because all closing conditions could not be satisfied. The filing clarifies that the notice in Item 7.01 is not to be deemed "filed" under the Exchange Act or incorporated by reference into other filings except where expressly stated. No financial terms, prior approvals, or additional context were provided in the report.

Positive

• None.

Negative

• Termination of Estafeta acquisition announced on September 17, 2025 after closing conditions were not satisfied
• No financial details or revised plans for the transaction were disclosed in the filing

Insights

M&A Counsel

Deal terminated after closing conditions unmet on September 17, 2025.

The filing states that UPS ended its acquisition plans for Estafeta because required closing conditions were not satisfied. This is a legal formality notifying investors of a material change in transaction status.

Why it matters: termination can affect transaction accounting, any breakup provisions in the parties' agreement, and regulatory disclosure obligations; the filing also limits the notice from being "filed" for certain legal liabilities.

Corporate Strategy Analyst

Termination removes a pending strategic acquisition from UPS's near-term agenda.

The company explicitly canceled the planned purchase rather than announcing a revised timeline or renegotiation, indicating the deal will not close as contemplated on the stated date.

Why it matters: this changes the company's immediate inorganic growth plans and means any anticipated operational or market impacts from the Estafeta acquisition will not occur as previously expected; the filing contains no financial detail on exposure or costs.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): September 18, 2025

United Parcel Service, Inc.

(Exact name of registrant as specified in its charter)

 

Delaware

001-15451

58-2480149

(State or other jurisdiction of incorporation)

(Commission File Number)

(IRS Employer Identification No.)

      55 Glenlake Parkway, N.E., Atlanta, Georgia                30328

(Address of principal executive offices)                 (Zip Code)

Registrant’s telephone number, including area code (404) 828-6000

Not Applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐			Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐			Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐			Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐			Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of Each Class

Trading Symbol

Name of Each Exchange on Which Registered

Class B common stock, par value $0.01 per share

UPS

New York Stock Exchange

1.625% Senior Notes Due 2025

UPS25

New York Stock Exchange

1% Senior Notes due 2028

UPS28

New York Stock Exchange

1.500% Senior Notes due 2032

UPS32

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company. ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01 — Regulation FD Disclosure.

On September 17, 2025, United Parcel Service, Inc. (the “Company”) terminated its plans to acquire Estafeta due to the inability of all closing conditions to be satisfied.

The information included in this Item 7.01 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 or otherwise subject to the liabilities of that Section, nor shall it be deemed incorporated by reference in any filings under the Securities Act of 1933 or the Exchange Act, except as may be expressly set forth by reference in any such filing.

Signatures

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

UNITED PARCEL SERVICE, INC.

Date:

September 18, 2025

By:

/s/ BRIAN DYKES

Name: Brian Dykes

Title: Executive Vice President and Chief Financial Officer

FAQ

What did UPS (UPS) announce about the Estafeta deal?

UPS announced it terminated its plans to acquire Estafeta on September 17, 2025 because all closing conditions could not be satisfied.

Does the 8-K provide financial terms of the terminated transaction?

No. The filing does not disclose any financial terms, fees, or liabilities related to the transaction.

Will the 8-K notice be considered "filed" under the Exchange Act?

The company states the information in Item 7.01 shall not be deemed "filed" for purposes of Section 18 of the Exchange Act and is not incorporated by reference except as expressly set forth.

What reason did UPS give for terminating the acquisition?

UPS said the termination resulted from the inability of all closing conditions to be satisfied.

Did UPS announce any alternate plans or revised transaction timeline?

No. The filing contains no alternate plans or revised timeline for pursuing Estafeta.